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Research notes

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258 notes from Motilal Oswal · 01 Oct 2026, 00:00 to 01 Nov 2026, 00:00 IST

01 Oct 2026, 08:47 IST ETERNAL LIMITED Motilal Oswal Financial Services Ltd. (MOFSL) Buy target 430

The report lists Eternal as a Focus Investment Idea with a Buy rating, CMP Rs 320 and target Rs 430, implying 34% upside over a 1-year horizon.

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01 Oct 2026, 08:47 IST Divi's Laboratories Limited Motilal Oswal Financial Services Ltd. (MOFSL) BUY target ₹10,800 (14%)

The report recommends BUY on Divis Laboratories at CMP ₹9,540 with target ₹10,800 and stop-loss ₹8,870, citing peptide API demand growth, favorable US tariff clarity, and expected 21% earnings CAGR over FY26-28.

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01 Oct 2026, 08:47 IST GE Vernova T&D India Limited Motilal Oswal Financial Services Ltd. (MOFSL) BUY target INR 5,100

The report rates GE Vernova T&D India BUY with CMP INR 4,201 and target INR 5,100, citing India's transmission investment cycle, order book above Rs 300bn, and expected revenue/EBITDA/PAT CAGR of 26%/24%/24% over FY26-29E.

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01 Oct 2026, 08:47 IST LG Electronics India Limited Motilal Oswal Financial Services Ltd. (MOFSL) BUY target INR 2,080

The report rates LG Electronics India BUY with CMP INR 1,711 and target INR 2,080, citing double-digit growth across TV, washing machine and AC categories, an AC price hike, premiumization and Sri City capacity expansion.

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01 Oct 2026, 08:47 IST Blue Dart Express Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report states Bluedart Express is set to increase prices by 9-12% effective January 2027, viewed positively.

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01 Oct 2026, 08:47 IST Aurobindo Pharma Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report notes Aurobindo Pharma's subsidiary Acrotech Biopharma launched ADQUEY ointment in the US, marking its entry into US dermatology market, viewed positively.

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01 Oct 2026, 08:47 IST ACC Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report states ACC has commissioned a 2.4 MTPA grinding unit in Uttar Pradesh and added 1 MTPA blending capacity in Maharashtra, taking combined capacity to 3.4 MTPA, viewed positively.

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01 Oct 2026, 08:47 IST Larsen & Toubro Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report notes L&T's Transportation Infrastructure vertical secured twin contracts worth Rs 30,000 cr from Dubai's RTA and views this positively.

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